Sales Operations Coordinator

You’re the person who makes sure nothing falls through the cracks. Your organization, communication, and follow-through are top-notch, and you do your best work when the projects you coordinate land cleanly. You may not have every answer, but you know which questions to ask to get there fast.

This role puts you at the center of our Sales Operations team. You’ll support Sales Operations Associates and partner with departments across the company on lead generation and implementation. You’ll build real business knowledge and see how your work helps our field teams connect with families.

• Support the day-to-day work of the Sales Operations team and build strong relationships across Field Management, Marketing, Sales Development, and the Data Team. You’ll become the person people count on, and you’ll gain a clear view of how the business runs.

• Update and maintain the CRM and oversee the weekly lead import process. Clean, timely data is what lets field teams act with confidence, and you’ll own that foundation.

• Design and manage marketing materials, including surveys and mailable pieces, using tools like Canva, Swell, Adobe Suite, and Google Drive. You’ll see your work in the hands of the field, and you’ll sharpen creative and project management skills along the way.

• Pull data and manage report subscriptions from SSRS, Tableau, and our CRM, and prepare custom reports as needs come up. You’ll strengthen your analytical skills and become a trusted source of insight for weekly and monthly account reporting.

• You’ll join a tight-knit team that helps each other succeed. You’ll learn new systems, take on new projects, and build skills that open doors in operations, marketing, and analytics.
  

For a complete job description, please see the Dropbox link here. 

• 1-2 years of administrative or customer service experience, or an undergraduate degree
• Advanced typing proficiency (75 wpm)
• Proficiency in Microsoft Office, Google Drive, Zoom, Adobe Suite, and CRM systems, plus a real interest in learning new platforms quickly
• Familiarity with report servers such as SSRS and Tableau
• Strong attention to detail, time management, and written and verbal communication

At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do.

If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here.

We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of The Oregonian’s Top Workplaces for 15 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way.

Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.